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Best financial advisors in Buchanan, VA

Registered advisers within 25 miles of Buchanan, VA.

Offices
86
Firms
43
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
2.07M
2,074,600 clients when Item 5C has a number
Avg / client
$5.09M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FORTEZZA WEALTH ADVISORS, LLC
COMPASS CAPITAL INVESTMENTS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
D.A. DAVIDSON & CO.
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

Candace J Dowell
ANDREW GENTILUOMO
VIRGINIA ALLEN BARKETT
Brian Jacob Taylor
Erin Moseley
BRENT AARON HERSHEY
BRIAN ROBERTS WHEELER
Michael Coleman Massey
Sarah Chandler
Sari Maksad
Jacob William Chandler
Kelly Duel
Brad Skuse
Cody Wray Miner
Micah Jacob Mullet
Michael William Wade
Josh Werle
CHRISTINE ANN SMITH
JOHN WOODRUFF WHITE
DOUGLAS DWIGHT BLEECKER
HOLLY HAYDEN TUCK
MATTHEW MITCHELL KRYCINSKI
Ryan Andrew Kirkpatrick
Mark Dominic Minuto
Journard Dennis Collins
Chad A Craven
Michael Swanson Pendleton
Cory Douglas Wilkie
Julie Dean
VICTORIA CAMPBELL ESAREY
JAMES WILLIAM SEILER
Christopher Sterling Yeakel
AMANDA LYVETTE ROBINSON
GABRIEL EDWARD MAXWELL
JOHN PHILLIP BENNETT
Ryan Houston Page
Michelle Renee' Atkins Yost

Within 25 miles of Buchanan, VA, Best Investors lists 43 registered investment advisory firms with 86 offices nearby, managing about $10.6T in combined regulatory AUM across 2,074,600 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Buchanan

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM